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Oracle Enterprise Content Management

The following is intended to outline our general

product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracles
products remains at the sole discretion of Oracle.

Most Content Today Remains Unmanaged

Common ways to share info
Email attachments
FTP Servers
Shared File Drives

Common business user challenges

Who can see or change my
content?
Which ones the right version?
Key business decisions based on bad
or out-of-date information
How do I make sure people can find my latest content?
Requirements for native applications to view
(i.e. MS Project, MS Visio, etc.)
How do I work jointly on creating content?

Why Manage Content?

Costs

Content
Explosion

Compliance
& Security

Expensive,
time intensive,
manual processes

Sharing right content

with the right people

Discovery costs &

risk management

How Content Management Helps

Contribute
Browser
Windows Explorer
Email applications
Desktop
applications
Capture paper
Forms

Manage

View & Notify

Security
Version control
Indexing for search
Metadata
Workflow
Expiration services
Project spaces

Conversion to Web
formats (400+ file types)
Subscriptions
Email notifications
RSS feeds
Personalized
environment

Business Benefits
REDUCES COST
Automates
expensive, time
intensive, and
manual processes
Improves content
accuracy
Makes content easier to find,
access, and reuse
Reduces costs for shipping,
printing, and storage

PRODUCTIVITY
Strengthens
customer service
and partner
relationships
Improves
communication
Increases employee
effectiveness
Creates process efficiencies
Improves collaboration when
creating content

Oracle Content Management

PragmaticStrategy for all Enterprise Content Lifecycle
Store
Capture

Version
Index

Create
Manage

Cleanse

Distribute

Publish
Retain

Search

ECM Strategy 1 Consolidation:

Bring Critical Content into a Managed Environment

Why?
ECM
Capture
Secure
Version
Search
Retain
Dispose

ECM Strategy 2 Federation:

Management Across All Content Stores, Including
Legacy Applications
Enterprise
Applications

Database

E-Mail Archives

Legacy
Applications

File Servers
Physical Content

ECM Strategy 3 External Security:

Manage Information Beyond Your Firewall
Enterprise
Applications

Database

E-Mail Archives

Legacy
Applications

File Servers
Physical Content

<Insert Picture Here>

Oracle Universal Content

Management (UCM)
Standard Edition

UCM Standard Edition Highlights

Document Management For Mid-size Businesses
Web-based application
For managing documents within
Oracle Database or file systems

Entry level solution

With easy upgrade to enterpriselevel ECM

Manage all file types

Documents, graphics, images,
presentations, emails

Quick install, out-of-the-box solution

Heterogeneous support
Multiple platforms, databases,
Web servers, browsers

Solution Examples:
Policy and procedure mgmt
Sales kits & marketing
collateral
Internal knowledgebase
ISO 9001 documentation
Human Resources content
Communication mgmt
Online deal rooms

12

An Out of the Box Solution

Oracle UCM SE includes Built-in
Security
Personalization (no portal or
application server required!)
User management
Customizable portal layouts for unique look & feel
Workflow
Metadata & full text search
Forms
Conversion

Content Check-In
Getting Content into the System
Browser-based
Submit content from
anywhere!
Use Profiles - to pre-fill or
add default metadata
Check out content
Ensures single-source
Behind the scenes
Security - only the right
people view or edit
Index for search

Desktop Integrations
Windows Explorer Integration
Access Multiple
Servers
Browse/Search Content
Drag-and-drop checkin/checkout
Preview Pane & Right-click
menus

Advanced Capabilities
Preview Pane
Right Click Menus
Take Content Offline

Also available in Outlook

and Lotus Notes

Desktop Integrations
Office Integration

Office Menu
Check-in/Checkout

Compare Documents
Insert links/files/images

Content Check-In
Additional Capabilities
What if I want people to fill
out forms instead?
Use built-in Web Forms
Form submission saved
like any other item

What if contributors dont

like filling out metadata?
Profiles default and pre-fill values
Folders default values for drag and drop

Finding Content
Once its incan you find it again?
Search Profiles
Tailored search screens for
common content types

Search Within
Drill-down approach

Quick Search
One-click search narrowed by author,
extension, etc.

Save Common Searches

& URLs in Your Profiles
Saved Searches
My URLs

Accessing Content
Do you have the right application for viewing?
Automatic Conversions
HTML, JPEG, etc.
Web & wireless

Subscriptions
New revisions
New items that meet your
criteria - type, author, etc.

RSS feeds
Monitor whats new in the
system use RSS readers

Approvals & Routing Content

Workflow
Route items
automatically
Individuals
Groups

Edit, Review,
Notifications
Email Notifications
Ad-hoc routing
Triggered by user
during check-in
(metadata)

Organizing Content
Putting content into groups using Folios
Assemble, track, manage and
access content as a group

Metadata & security

Workflow / routing
Subscriptions
View items as one document,
presentation, PDF file, etc.
Download together

Yet, manage items separately

Different authors & metadata
Individual control over security
permissions
Individual views and renditions
Ability to reuse

Organizing Content
Folios Examples
Marketing materials
Group text, images, and layout files
to produce communications

Sales kits
Group presentations, fact sheets,
case studies, etc.

Policies and procedures

Group into related processes

Reports
Manage subjects: competition,
market opportunities

Presentation management
Dynamically assemble final
presentations, incorporating official
standard slides

Create Projects Spaces

For document-centric collaboration
Web-based project meeting
rooms and workspaces
User-controlled, project space
creation
Document-level security
Discussion threads tied to content
Internal and external user support
(employees, partners and
customers)
Ad-hoc security & ad-hoc workflow

Multiple interfaces - email,

applications, Web, etc.

Why Oracle Universal Content Management

Standard Edition?
Java-based solution, ideal for heterogeneous environments
Microsoft, Linux and Unix operating systems; Active Directory and
LDAP; Oracle, SQL Server, DB2 databases; multiple Web servers

Collaborative Web-based solution - supports all file formats

Email, Microsoft Office, Project or Visio, Lotus SmartSuite, Sun
StarOffice, AutoCAD
Industry leading content transformation capabilities

Robust enterprise feature-set

Document-level, role-based security; metadata management;
archiving/replication; multiple language support

Entry level solution that can grow to meet your needs

Add-on capabilities to enrich the solution
Easy upgrade to enterprise-level ECM

Opportunities for UCM SE

Upgrade to Enterprise UCM
Removes clustering, replication & integration license restrictions
Gain additional functionality
Advanced Document Management: Content Categorizer, Content
Tracker, Report Parser, Web Parts for SharePoint

Web Content Management: Connection Server, Content Portlet Suite

(JSR 168 portlets), Content Publisher, Site Studio, Site Studio Publisher

Digital Asset Management: Inbound Refinery (thumbnails), Image

Manager, PDF Converter, TIFF Converter, Video Manager, XML Converter

Records and retention management: Records Management Corporate

Edition, URM Adapter for Content Server

Content Integration Suite (integration with Java EE servers)

To upgrade, customers can easily migrate to a UCM license

New functionality added by simply installing components to existing
implementation
No need to migrate servers!
No need to uninstall / reinstall!

Opportunities for UCM SE Customers:

Add-on products
Add-on other content management products
Oracle Content Conversion Server
Install separate conversion server to generate thumbnails
Handles automatic conversion to PDF & XML, PDF watermarks,
mainframe report parsing, & tracking
Oracle Information Rights Management
Seals and encrypts content upon check-in
Protects copies downloaded to other systems or outside
company - revoke access at any time!
User with Oracle Content Conversion Server to automatically
generate sealed Web renditions
Oracle Document Capture and/or Distributed Document Capture
Scan and check in paper-based documents into UCM SE
Centralized or decentralized (web-based) models

Oracles ECM Solution

Oracle Document Capture (& Distributed Capture)
Batch Scanning
Key Capabilities
High-volume document capture
operations
Easily import emails, faxes and electronic
documents
Browser-based document scanning and
indexing at remote offices

Solutions
Scanning paper documents for account
payable, fixed assets, credit and human
resources
Distributed capture in remote offices

27

Oracles ECM Solution

Document Capture
Document Capture
High-volume document capture
operations
Easily import emails, faxes and
electronic documents

Distributed Document Capture

Provides browser-based document
scanning and indexing at remote office
locations

Indexing
Streamlined key-from-image with pick
lists and database look-ups
Automated indexing through barcode and
optical character recognition

Archiving
Images archived into Oracle ECM for
integrations with business applications and
processes
Can also archive to non-Oracle systems

28

Oracle Document Capture

One capture system for all content
types
Identify, capture, and convert paper and
electronic documents (Word, Excel, PDFs,
etc.) into viable image formats to imageenable your business applications

Automated indexing options

Streamline document indexing via database
linking, database linked pick lists, optical
character recognition (OCR), and bar code
recognition

Increased document processing

efficiency
Ensure a fast and efficient capture process
with production-level document scanning
and indexing
29

Oracle Document Capture

High-volume scanning
Any scanner via ISIS
or Adrenaline

Scan

Automated indexing via

barcode recognition

Recognition

Commit

Import
Import from email,
network folders, fax
and FTP servers

Index

Archive images into

Oracle ECM
Also supports nonOracle ECMs

Streamlined key-from-image
Zonal, ad-hoc OCR
Relational pick-lists and
database lookups

30

Scan User Interface

31

Index User Interface

32

Oracle Distributed Document Capture

Import
from
Folder

Multi-Function
Devices

Scan/Index

TWAIN

Desktop Scanning

Network
TWAIN

Internet

Oracle Document Capture

Index

Recognition

Commit

33

Distributed Document Capture 11g

Capture in 11g
Broad directory support and SSO through FMW infrastructure
Web Based Capture
Modernized user interface
built in ADF
Fully translated
and accessible

34

Oracle Forms Recognition

Extract invoice data without templates or rules
Minimize errors and decrease labor costs (no keying from image)
Process thousands of invoice formats with no rules, anchors, templates
or keyword libraries
Extract invoice header and line data and match with POs

1 Classify:
Content-based recognition & sorting
Document agnostic
2 Extract:
Context-based data extraction
Language independent

2
1

3 Validate and Match:

Leverage ERP data
Fuzzy search for fault tolerant
data validation

35

Oracle Forms Recognition

Process Flow
Oracle Forms Recognition
Classify
Capture

Extract

Output
Export

ECM

OCR

Validate

Verification

Reporting

36

Oracle Forms Recognition

A Learning Based Solution
Oracles Approach:
OFR learns context around
the data you need.
No need to explicitly define
templates, anchors, zones or
specific keywords.
A few document examples
enable processing of many
different documents .
Unmatched line-item table
extraction.

37

Oracle Imaging and Process Management

I/PM 11g integrating Imaging and Workflow to Applications
Key Capabilities
Platform for building imaging
applications
Complete solution: capture,
imaging, viewer, BPM, enterprise
report mgmt
Productized application integrations:
Oracle and other systems

Solutions

Accounts payable and receivable

Expense processing
Forms processing
Contract management
Loan and mortgage processing
Claims and application processing

38

Oracles ECM Solution

Imaging and Process Management
Automates paper-intensive processes by integrating imaging
and workflow Applications to:
Decrease storage, transportation and labor costs by getting rid of paper with
integrated document capture and imaging
Streamline operations by dramatically decreasing the time it takes for data
entry, and providing workflows for exception handling and approvals
Improve process visibility with real-time monitoring of key performance
metrics and insight into process bottlenecks
Strengthen controls with complete content lifecycle management for
documents, including retention and records management
Capture

Extract & Index

Store

Access

Workflow & Monitor

Approve

39

Oracles ECM Solution

Web Content Management
Web Developer: Development & Architecture Expert
Creates reusable code, layouts and templates
Controls permissions and exposed functionality
Creates solid architecture to efficiently manage
hundreds of sites

Site Manager: Audience & Line of Business Expert

Organizes /refines site navigation and structure
Picks layouts from a pre-defined list
Controls keywords in title and meta tags
right from the Web site

Content Author: Content & Knowledge Expert

Edits and adds content directly from the Web site
Previews changes in-context of the site
Reuses existing business content from Microsoft Word,
PowerPoint, Excel, etc.

XML Data File

Ravenna Tower Speakers
PX229

Region Template

Sound that goes to the ceiling

<H1>
With tweeters designed by
birds and woofers designed
by big dogs, Ravenna Tower
speakers emit the clearest,
most powerful sound youve
heard outside of the wild.

</H1> <H2>
</H2> <DIV>
</DIV>

Oracles ECM Solution

Web Content Management

OOTB
App

Multiple
Web Sites

Site Studio

Web Browser

Desktop Integrations, Web GUI, Extended API

Web Content Services
WYSIWYG editing,
publishing, templates

Digital Asset Services

transformation, delivery,
renditions, watermarks

Retention Services
file plans, expiration,
audit trail, archiving

Document & Image Services

conversion, indexing/search, metadata, workflow, security, revision control,
image capture, subscription, report parsing, usage tracking, discussion
Repository Services
content, file, and data management

UCM

Oracles ECM Solution

Digital Asset Management
Manages all file types
Photoshop, EPS, JPEG, TIFF,
BMP, Quicktime, Real, Windows
Media, AVI, MP3, etc.

Multiple renditions, multiple uses

Automatic conversion for viewing
all images -- even legacy formats
Content Basket functionality for
easy downloading of multiple
images and video
Easy search and retrieval
Thumbnails, storyboards, and
closed caption

Oracles ECM Solution

Records Management
Federate & Consolidate
Apply records and retention
policies in place to
any content in any system
Consolidate records
Electronic & physical records
DoD 5015 chapter 2 & 4 certified

Transparent to business users

Discovery Services

Oracle
Universal
Records
Management

Adapter
Email
Archive

Central Policy Management

Records
Manager

Physical
Notification Adapter
Records
Services Services
Manager

Adapter

Adapter

Adapter

Adapter

3rd

File
Servers

Microsoft
SharePoint

Generic

Party
ECM

Work with familiar tools

Content stays in place
RM policies enforced automatically

Simple and flexible policy creation

Ships with the standard life-cycle triggers and actions
Add business-specific triggers and actions

Perform enterprise-wide holds and freezes

Adapter

Oracle
UCM

Oracles ECM Solution

Information Rights Management
Control information
wherever used or stored
End user desktops inside
& outside the firewall
Repositories (ECM), file
shares etc.
Emails

Protect documents from

unauthorized use and
redistribution
Audit the use of confidential documents
Prevent outdated information from being used
Control the timeframe during which information can be accessed
Digitally shred or revoke access for no-longer-trusted parties

Customers
Deutschland, sterreich, Schweiz

Customer Case Study: Rolex

Customer Challenges
Quality Management in manufacturing
Brand Management in marketing and sales
Managing business critical documents such
as standard operating procedures, intellectual property, competitive intelligence, etc.

Solutions
Started with Oracle UCM in manufacturing
for quality management in 2001
Implemented Digital Asset Management
for more than 200.000 marketing assets
(brochures, images, photos, videos)
Company wide Enterprise Content
Management, including DMS, WCMS,
Portal integration, Records Management,
Digital Asset Management

Customer Benefits
Single universal infrastructure for all
enterprise content

46

Customer Case Study: Clariant

Clariant: global leader in the field of specialty chemicals
Customer Challenges
One solution to cover document lifecycle management
Reduce content application diversity with
central architecture and maintenance
Special regulatory compliance requirements
in Chemical Industry

Solutions
Standardized on a global Document Management
System from Oracle
Reduced high number of isolated information
containers
Central toolbox for information workflows

Customer Benefits
Single global document management platform
Enhanced operational efficiency
Cost savings through rapid deployments of new
content applications on central infrastructure
Achieve old and new regulatory compliance
(EN45000, IUCLID, REACH, etc.)

47

Oracle ECM
Unified and Integrated Content Management

Portal
Connectors

OOTB
Web Apps

Application
Connectors

Desktop &
Office
Integrations

Mobile
Delivery

Federated Content Management Services

Records & Retention
Information Rights
Secure Enterprise
Management
Management
Search

FUSION
MIDDLEWARE

Oracle Enterprise Content Management

Document Capture

SOA,
BPM
Identity
Mgmt

Image & Process Mgmt

Universal Content Management

Images

Documents

Web
content

Core Content Services

Oracle Database SecureFiles,
AuditVault, Database Vault, RAC

Digital
Assets

A
D
A
P
T
E
R
S

3rd Party
DMS
Systems

3rd Party DB / FS

48

Oracle Enterprise Content Management

Part of Oracle Fusion Middleware

Strategy Continuity

Complete

Open

Integrated

Best of Breed

#1
Comprehensive
Offering

StandardsBased
Architecture

Broad & Deep

Offering
Lower Cost,
Lower Risk

More Choice
Maximizes
Existing
Investments

Designed to
Work Together

Less Effort
More Value

Industry Leader

Robust, Proven
Industry leading
Software

Oracle ECM
Analyst and Industry Reviews

Leader

Best ECM

Enterprise Content Management

Records Management

Leader
Enterprise Content Management

InfoWorld Magazine, February 2008

Web Content Management

51

Oracle Content Management

Unified and Integrated
Moving ECM from Point to Platform
Low Cost of Ownership
Unified ECM

High Return on Investment

Leveraging Fastest Growing
Middleware Stack

Effective Standardization
Content Platform for the Enterprise

Improved Business Responsiveness

Content Management for
Enterprise Applications and Portal

Risk Mitigation
Federated Records Management
Information Rights Management

Questions..